Dopkins Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Dopkins Wealth Management, LLC
- $190 Million
- Q1 2025
A detailed history of Dopkins Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 48,011 shares of DIHP stock, worth $1.34 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
48,011
Previous 43,373
10.69%
Holding current value
$1.34 Million
Previous $1.09 Million
18.19%
% of portfolio
0.68%
Previous 0.58%
Shares
7 transactions
Others Institutions Holding DIHP
# of Institutions
254Shares Held
133MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.6MShares$629 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$620 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$431 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$180 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$167 Million3.07% of portfolio